- JPMorgan Chase (Boston, MA)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using ... and TAMPs) **Preferred qualifications, skills and capabilities:** + Successfully sold wealth/ financial technology and investment solutions across the wealth… more
- World Insurance Associates, LLC. (Boston, MA)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
- World Insurance Associates, LLC. (Halifax, MA)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Paychex (Boston, MA)
- …+ Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. + We value your time: From paid… more
- Beth Israel Lahey Health (Charlestown, MA)
- …Description:** **Essential Duties & Responsibilities** including but not limited to: **Strategic Financial Leadership:** Serves as the principal advisor on all ... in executive forums. **Operational Oversight:** Leads and manages the financial functions of the hospital, including financial reporting, budgeting,… more
- Bank of America (Boston, MA)
- …when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with ... supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial… more
- Wellington (Boston, MA)
- …years of progressive experience in operational or enterprise risk management within investment management or related financial services. + Demonstrated expertise ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...the Senior Risk Officer will serve as a trusted advisor who partners closely with the business, directly engaging… more
- KeyBank (Boston, MA)
- …of centers of influence and industry associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking client ... range of retail, private wealth management, small business, commercial and investment banking products, consultation and financial advisory services.** We're… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …of the executive leadership team on budgetary planning and enterprise investment priorities. Key accountabilities for the role include: + Define and drive the ... teams, while also serving as a trusted advisor to the CEO and other members...ensure compliance with regulations and organizational goals. + Elevate financial reporting and communications to support transparency, executive… more
- Lumen (Boston, MA)
- …priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, ... the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes. + Develop and manage performance… more